A CRM application is useful on its own since it allows you to manage your customers and contacts, your customer service process and your marketing campaigns. But once customized to adapt to your processes and improve them, your CRM solution can push your business even further: it will help you achieve your goals and improve your productivity by streamlining your specific processes since it will be adapted to your reality with Microsoft Development Service.
So you can automate the tasks that your team would have to do manually, connect your data for detailed reports and better visibility on your business, and facilitate the management of your projects and your invoicing. For example, you can take advantage of integration with Outlook, SharePoint and OneNote to link currently managed processes from shared networks, Excel spreadsheets and other non-integrated tools. In addition, users already familiar with the interface of your CRM application will be able to navigate it easily while taking advantage of its powerful features.
Here are some of the questions our customers ask us when thinking about customizing their Microsoft Dynamics 365 solution:
What are the main advantages of a personalized CRM solution?
The main advantage of a personalized CRM solution is that it works the same way you do. By having a system that adapts to your processes and operations and not the other way around, you can improve efficiency across your entire business. You can consolidate all the details of your activities, customers and others, since the solution can be modified to match the previous names and forms and adapt to internal jargon and the specific needs of your company. This ensures a high adoption rate since users will feel that the system was built around their specific needs. So they will be able to get used to it quickly.
What aspects of the solution can be customized?
There is virtually no limit to what can be customized in your CRM solution. From fields and forms to business processes and workflows, you can modify your system to meet your specific needs and operations. Views and reports can be customized to give you the data and level of detail you need when you need it. You then get improved visibility of your business as well as the information you need to manage your operations.
Can you easily customize a CRM solution?
Microsoft has made it easy with what's called an "xRM solution." The Microsoft Dynamics platform framework is used to build relationships between different elements by taking advantage of its security, stability and other robust features such as intuitive navigation, offline functions and workflows. Thus, an xRM solution goes beyond conventional CRM functionalities by establishing links between the various elements included in your CRM and elsewhere with SharePoint Development Chicago.
What does xRM mean?
xRM does not refer to a specific type of software; it's actually an approach that modifies and uses the existing functionality of a Microsoft Dynamics customer relationship management solution to create a variety of relationship-based interactions. Microsoft coined the term xRM, where the “x” stands for the various things that can be managed with this type of solution, such as vendors, assets, resources, partners, and distributors, to name a few.
Who can perform these customizations?
The platform is intuitive enough that you can do a lot of it yourself with minimal training. These skills, however, take time to develop, so for first-timers, it can be beneficial to do business with a VAR who can educate you on how best to achieve your goals.
If you have larger modifications in mind, you should probably seek out a reseller with a development team and experience in your industry to ensure they understand how your business works and can walk you through the project. .
A custom CRM solution is a great way to increase your user adoption rate and reduce training time within your company. However, before embarking on any customization project, you should have a clear idea of what you want to implement and prioritize. Thus, you can complete the project through a phased approach, reducing the impact on your business operations by ensuring that not all departments are affected equally. For more information, read our case study to discoverhow a nonprofit was able to optimize its operations with a custom CRM solution.